BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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          |SENATE RULES COMMITTEE            |                   AB 578|
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                                 THIRD READING


          Bill No:  AB 578
          Author:   Leno (D)
          Amended:  8/26/04 in Senate
          Vote:     27 - Urgency

           
           SENATE JUDICIARY COMMITTEE  :  6-0, 8/25/04
          AYES:  Escutia, Morrow, Ackerman, Cedillo, Ducheny, Kuehl
          NO VOTE RECORDED:  Sher

           SENATE APPROPRIATIONS COMMITTEE  :  11-0, 8/26/04
          AYES:  Alpert, Battin, Aanestad, Ashburn, Burton, Johnson,  
            Karnette, Machado, Murray, Poochigian, Speier
          NO VOTE RECORDED:  Bowen, Escutia

           ASSEMBLY FLOOR  :  78-0, 7/7/03 - See last page for vote


           SUBJECT  :    County recorders:  electronic recording

           SOURCE  :     California Association of Realtors
                      California Mortgage Bankers Association
                      Fannie Mae


           DIGEST  :    This bill enacts the Electronic Recording  
          Delivery Act of 2004, for the purpose of establishing a  
          system to record digital electronic records of real  
          property instruments, which may be used statewide.  The  
          bill requires the State Attorney General (AG) to adopt  
          regulations for certification and oversight of electronic  
          delivery systems and associated software and other  
          services.  The bill authorizes the county to pay for AG  
          costs associated with regulation and oversight and to  
                                                           CONTINUED





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          collect a $1 fee from every recording of an instrument in  
          the county to pay for costs associated with the system.   
          The bill authorizes a county recorder, upon approval by the  
          board of supervisors and AG certification of the system to  
          establish an electronic recording delivery system. 

           ANALYSIS :    Existing law generally specifies that the  
          recorder of any county may, in lieu of a written paper,  
          accept for recording a digitized image of a recordable  
          instrument, subject to specified conditions.

          This bill enacts the Electronic Recording Delivery Act of  
          2004, to authorize a county recorder, upon approval by  
          resolution of the board of supervisors and system  
          certification by the AG, to establish an electronic  
          recording delivery system for the delivery for recording of  
          specified digitized and digital electronic records, subject  
          to specified conditions, including system certification,  
          regulation, and oversight by the AG.  It authorizes a  
          county recorder to include in its electronic recording  
          delivery system a secure method for accepting for recording  
          a digital or digitized electronic record that is an  
          instrument of reconveyance, substitution of trustee, or  
          assignment of deed of trust, subject to specified  
          conditions. It requires participating counties to pay for  
          the direct cost of regulation and oversight by the AG, and  
          authorizes those counties to impose fees to cover those  
          costs.  It authorizes  the AG to charge a fee directly to a  
          vendor seeking approval of software and other services as  
          part of an electronic recording delivery system.  Fees paid  
          to the AG under these provisions would be deposited in the  
          Electronic Recording Authorization Account, which will be  
          created in the Special Deposit Fund and continuously  
          appropriated to the AG for these purposes.

          This bill authorizes the AG or a district attorney or city  
          prosecutor to seek specified civil remedies.

          The AG will be required to evaluate the electronic  
          recording delivery systems, and report to both houses of  
          the Legislature on or before June 30, 2009.

          This bill is sponsored by the California Association of  
          Realtors, the California Mortgage Bankers Association, and  







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          Fannie Mae (FNMA).

           Background
           
          In July 1999, the AG's Task Force on Electronic Recordation  
          presented its recommendations pursuant to the charge given  
          the Task Force by AB 1906 (Brewer), Chapter 463, Statutes  
          of 1998.  The Task Force found that electronic recording of  
          real property documents could save local agencies and  
          businesses plenty of time and money.  However, the Task  
          Force warned that the use of these new technologies also  
          "exposes the most sensitive of public records to the  
          possibility of corruption, damage, or destruction."
           
          AB 1906 also approved pilot projects in Orange and San  
          Bernardino Counties.  While San Bernardino County's pilot  
          project never got off the ground, Orange County has  
          instituted an electronic recording system that utilizes  
          dedicated transmission lines between specified escrow/title  
          companies and the county recorder's office.  The dedicated  
          lines appear to ensure both (1) the security of document  
          transmission and (2) the identity of the transmitter.   
          According to the Task Force report, the results of the  
          Orange County pilot project have been promising:  decreased  
          costs of doing business, decreased document processing  
          times, and expedited public access to records. 

          In the last four years, several bills were introduced to  
          allow specific county recorders to join the pilot projects  
          or establish new ones.  When AB 1732 (Torlakson, 2000) was  
          heard in the Senate Judiciary Committee, the bill included  
          regulation of systems and contracts by the AG.  The bill  
          died on the Senate inactive file.

          AB 2614 (Oller, 2000) allowed the Placer County recorder to  
          establish a system for electronic recording that has been  
          reviewed and approved by the AG, and to authorize the AG to  
          suspend use of the system upon a finding that fraudulent  
          activity has occurred as a result of a system defect in the  
          electronic recording of documents.  AB 2614 was vetoed by  
          then Governor Davis, citing unbudgeted costs to the AG's  
          office, and raising a concern about security and integrity  
          of records accepted for recordation.
           







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           SB 407 (Sher, 2001) established pilot projects in 12  
          counties for electronic recording using a system reviewed  
          and approved by the AG and requiring the counties to select  
          a security consultant from a list of computer security  
          experts prepared by the AG.  The bill was held in the  
          Senate Judiciary Committee.  Negotiations among the  
          stakeholders ensued during the interim, but the legislation  
          was allowed to die the following year.

          AB 578 (Leno), introduced in 2003, is the product of  
          further negotiations among the county clerks, district  
          attorneys, realtors, mortgage bankers, escrow and title  
          companies, to achieve a workable scheme for the electronic  
          recordation of instruments relating to real property.   
          While the basic framework for a viable system is contained  
          in the bill, it is still a work-in-progress.  AB 578 is  
          limited in applicability, but will hopefully provide  
          sufficient data for a meaningful evaluation by the AG by  
          June 30, 2009.  

           FISCAL EFFECT  :    Appropriation:  Yes   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  8/27/04)

          California Association of Realtors (co-source)
          Mortgage Bankers Association (co-source)
          Fannie Mae (co-source)
          Alameda District Attorney's Office
          Alliance Mortgage Company
          American Release Corporation
          California Association of District Attorneys
          California Business Properties Association
          California District Attorneys Association
          California Land Title Association
          Charter One Mortgage
          Citimortgage
          Contra Costa County Clerk-Recorder
          County of Placer
          County of Riverside Assessor-County Clerk-Recorder
          County of Sacramento
          County of San Bernardino Auditor/Controller-Recorder
          County of San Diego Assessor/Recorder/County Clerk
          County Recorders' Association of California







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          El Dorado County Recorder-Clerk
          First American Title Insurance Company - Utah Division
          Los Angeles County District Attorney's Office
          Orange County District Attorney's Office
          Peelle Management Corporation

           ARGUMENTS IN SUPPORT  :    According to the author's office,  
          this bill supplies the missing piece that allows the  
          documents to be sent to the county recorder in electronic  
          form.  In effect, it authorizes a county recorder to  
          utilize a high tech FAX, so long as it complies with  
          regulation by the AG.  It is secure, fast, and will result  
          in substantial savings for both local government and  
          property owners.  

          This bill is a two-part authorization of electronic  
          delivery of real estate documents to the county recorder:

           - It is a voluntary program both for counties and those  
            submitting documents.

           - It is supervised and regulated by the AG.

           - Only title companies, institutional lenders and  
            governmental entities may use the system. 

           - Only "digitized" or scanned hardcopy documents may be  
            used to encumber or transfer property.

           - There is a simplified separate procedure for  
            reconveyance documents that allows delivery of lenders  
            releases in digitized or digital form.  These documents  
            do not expose consumers to risk, and are so standardized  
            that they are the appropriate place to begin using pure  
            digital documents.

           - Finally, this bill has "grandfather" language to  
            preserve existing Orange and San Bernardino counties'  
            authorization.


          ASSEMBLY FLOOR  : 
          AYES:  Aghazarian, Bates, Benoit, Berg, Bermudez, Bogh,  
            Calderon, Campbell, Canciamilla, Chan, Chavez, Chu,  







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            Cogdill, Cohn, Corbett, Correa, Cox, Diaz, Dutra, Dutton,  
            Dymally, Frommer, Garcia, Goldberg, Hancock, Harman,  
            Haynes, Jerome Horton, Shirley Horton, Houston, Jackson,  
            Keene, Kehoe, Koretz, La Malfa, La Suer, Laird, Leno,  
            Leslie, Levine, Lieber, Liu, Longville, Lowenthal,  
            Maddox, Maldonado, Matthews, Maze, McCarthy, Montanez,  
            Mountjoy, Mullin, Nakanishi, Nakano, Nation, Negrete  
            McLeod, Nunez, Oropeza, Pacheco, Parra, Pavley, Plescia,  
            Reyes, Richman, Ridley-Thomas, Runner, Salinas,  
            Samuelian, Simitian, Spitzer, Steinberg, Strickland,  
            Vargas, Wiggins, Wolk, Wyland, Yee, Wesson
          NO VOTE RECORDED:  Daucher, Firebaugh


          RJG:mel  8/27/04   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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